Sowell Financial Services LLC Ishares Ibonds 2024 Term High Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
A detailed history of Sowell Financial Services LLC transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Sowell Financial Services LLC holds 20,604 shares of IBHD stock, worth $479,043. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,604
Previous 30,831
33.17%
Holding current value
$479,043
Previous $716,000
33.1%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IBHD
# of Institutions
112Shares Held
7.85MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC485KShares$11.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA464KShares$10.8 Million0.0% of portfolio
-
Asset Dedication, LLC327KShares$7.59 Million0.52% of portfolio